【RCECAP 9296 交流专区】RCE资本

弹煮

oops,漏了一个，还有candlestick我忘记写。
Candlestick 学问我仍在学习中。
TMD整几百种trend，看到我blurblur。

弹煮

技术面好的股要在牛市 hit and run，千万不要留恋。

mjchua

原帖由 弹煮 于 18-9-2007 08:33 PM 发表
oops,漏了一个，还有candlestick我忘记写。
Candlestick 学问我仍在学习中。
TMD整几百种trend，看到我blurblur。

MA, MACD, VMA, stochastic 等你教我先...
待你神功大成時... 再來教我日本仔的東西...

小散户

原帖由 mjchua 于 18-9-2007 08:30 PM 发表


可是我聽說... MA, MACD, VMA, stochastic 都是後來指標...
而只有 candle stick 是可以馬上看出市場的動靜...
是不是 ?

MACD是比较不敏感的指标.但是这缺点就是可以用来做中长线趋势的判断.(准确性很高)
移动均线.我自己是用来做止损线.当然还有其他很多功能(讲就简单.但是每每跌破自己SET好的止损线都不舍得割肉.唉....)
其他的我没有研究了.

origen

看了基本面，再看MACD，虽然迟了点，so far 都帮我赢点小钱

mjchua

原帖由 弹煮 于 18-9-2007 08:34 PM 发表
技术面好的股要在牛市 hit and run，千万不要留恋。

不要留恋... 的確... 但是試問... 有多少人可以真正做到這一點 ?

mjchua

原帖由 origen 于 18-9-2007 08:35 PM 发表
看了基本面，再看MACD，虽然迟了点，so far 都帮我赢点小钱

大哥... MACD 要怎樣看 ? 可以教教我嗎 ?

小散户

原帖由 mjchua 于 18-9-2007 08:36 PM 发表


不要留恋... 的確... 但是試問... 有多少人可以真正做到這一點 ?

我承认我做不到...

弹煮

我就是了，哈哈哈。

mjchua

原帖由 弹煮 于 18-9-2007 08:38 PM 发表
我就是了，哈哈哈。

不用怕.. 這是需要經驗的...
問題是... 我沒有那麼多錢去堆這個經驗...

弹煮

还有很多时间，慢慢玩。
追高真的很危险。

mjchua

原帖由 弹煮 于 18-9-2007 08:43 PM 发表
还有很多时间，慢慢玩。
追高真的很危险。

在學會這個之前... 要先學會的是 "忍"
百忍成金...

小散户

原帖由 弹煮 于 18-9-2007 08:43 PM 发表
还有很多时间，慢慢玩。
追高真的很危险。

我亏的钱也是追高输的...

弹煮

我也是  所以学精了  忍忍忍

origen

我那一点点看图经验－－当绿线向上（向下就要离场）穿过紫线（向下）时就买进。。
也不懂是不是正确的（看书有点blur），傻傻跟随赢到点小钱。。
还是请一些大大指点。。

小散户

今天庄家都完全没有参与....升极都有限.

小散户

微升1仙....

mjchua

RCE leads bid for MBSB
Bank Rakyat drops out of second round of bidding
PETALING JAYA:A decision on the sale of Malaysia Building Society Bhd (MBSB) by the Employees Provident Fund (EPF) is imminent, following a second round of bidding, sources said.

EPF, whichowns 54% of MBSB, held a second bidding exercise that closed last Friday. Bank Rakyat, a front runner in the first round, dropped out ofthe second round of bidding, sources said.

Two bids were received by EPF in the second round and these are believed to have come from RCE Capital Bhd and Kuwait Finance House (M)Bhd (KFH).
Bids for EPF's stake in MBSB were first formally received last month from Bank Rakyat and RCE, but they offered a price of up to only RM860mil, or two times MBSB's net asset value (NAV).

That was not acceptable to EPF, which then called for a second round of bidding, with an indicative minimum priceof 2.2 times book. Bank Rakyat balked at EPF's reserve price and stayed out, but KFH joined the bidding process this time, the sources said.

Between the bids of RCE and KFH, the former was believed to have submitted a higher offer but still fell short of EPF's target of 2.4 times book, the sources added.

MBSB had a total book value of RM430mil as at end-June, and 2.4 timesbook would translate to a price of RM1.03bil for the whole company.

A company with deposit-taking and lending activities, MBSB's capital structure is a bit complex. In addition to its 353 million ordinary shares, it has RM165mil of redeemable convertible preference sharesthat are convertible into 330 million new MBSB shares. When all the preference shares are converted, MBSB's issued base would enlarge to 675 million shares.

With a book value of RM430mil and 675 million shares, the NAV per shareis only 64 sen. A price of two times book would therefore be RM1.28 ashare.

However, it is believed that the price structure would treat the preference shares as not converted, and priced at RM2 a share. That would cost a bidder a total of RM330mil.

EPF is looking for a price of about RM2 per ordinary share, which would cost a total of about RM700mil. Together, the price would be RM1.03bil,or 2.4 times its book value of RM430mil.

As the bidders offered up to only 2.2 times book, there is a price gap between this and EPF's target. The two bidders are thus expected to be called for negotiations. EPF need not accept the higher of the two bid sat this time as the bidding is not binding on the fund.

It is not clear as to the reason why Bank Rakyat did not participate inthe second round of bidding. One reason could be that as a government-linked company, it tends to be more cautious than a company driven by an entrepreneur. The highly-profitable Bank Rakyat can be restructured to go for a direct listing but it was believed to have astrategic interest to absorb MBSB and deny the latter's deposit-taking activities to RCE.

Both MBSB and RCE are competitors of Bank Rakyat in making collateral-free loans to civil servants. Bank Rakyat was earlier expected to be an aggressive bidder as it is large, having made a net profit of RM561mil last year, and an even higher profit this year.

RCE also has a strong reason to bid for MBSB as the former lacks alicence deposit-taking base. MBSB is a deposit-taking company, exempted from compliance with the Banking and Financial Institutions Act. Thus, it reports to the Finance Ministry, not Bank Negara.

There is therefore reason for RCE to offer a price for MBSB, not only for its NAV, but also its deposit-taking business. “MBSB can open branches anywhere without seeking approval from Bank Negara,” thesources noted.

RCE, controlled by executive chairman Tan Sri Azman Hashim, signs today for an issue of asset-backed securities (ABS) to raise RM1.5bil cash.While this would lower its funding cost relative to borrowing from themoney market, its cost of funds would be lowered further if it has adeposit-taking base.

The reason for KFH's interest in MBSB is not clear as the former has anIslamic banking licence in Malaysia. Its interest may be in MBSB'sretail branch network.

[ 本帖最后由 mjchua 于 25-9-2007 09:11 AM 编辑 ]

Mr.Business

哈。RCE要小蛇吞大象。。。

mjchua

原帖由 Mr.Business 于 25-9-2007 09:34 AM 发表
哈。RCE要小蛇吞大象。。。

會不會吞不下... 啃死自己 ?